AFFORDABLE HOUSING SERVICES (AHS)

Owner-Occupied Rehabilitation

Demolition/Reconstruction

Disaster Owner Occupied Rehabilitation

Application

Program Year 2026

Brenda Brackins, Director

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Please refer to the RFP Instructions for assistance in completing the Application

• Eligible applicants are public or private for-profit and non-profit agencies assisting very low-and low-income households properly licensed and in good standing with the State of Florida and federal government regulations with up-to-date tax return submittals for at least two years.

Attach 501 (c)(3) Tax Exempt Letter. (Attachment 1)

• Proposers with a substantive and practical understanding of the management of an owner-occupied housing rehabilitation program.

• Proposers with experience managing the construction of at least five (5) single family, owner-occupied housing rehabilitation projects.

• Proposers with a minimum of five (5) years’ experience providing housing rehabilitation and/or the management of housing rehabilitation activities. Two (2) years shall have been in the State of Florida.

• Any party on the Excluded Parties List System (Home | SAM.gov), including debarments, will not be considered and shall be deemed ineligible to apply for participation under this RFP. This includes both the applicant and any partnering organization identified as part of the proposal.

• Applicants with an open/existing project(s) funded through AHS or directly by the County that has been determined by AHS to be out-of-compliance with project requirements, with unresolved findings or concerns as documented by a County monitoring report and/or has been issued a letter of non-compliance outside of its usual monitoring period, and/or have failed to meet deliverables as required under a County funded agreement monitored by AHS, are ineligible under this RFP.

• Applicants with two or more projects through AHS that are less than fifty percent (50%) complete and/or have less than fifty percent (50%) of AHS funds expended, as documented by the required Monthly/Quarterly Progress Reports and verified by AHS.

• Applicants that do not have a non-profit incorporation and 501(c)(3) designation and have not filed I.R.S. Form 990, or Exemption Statement, or applicable “For Profit” Form, and have not received an audit conducted by an independent auditor will be deemed ineligible under this RFP. A certified financial statement is acceptable if an agency audit is not required.

• Proposals with omitted information at the time of the submittal deadline will render the application incomplete and the proposal unresponsive/ineligible.

• Proposals that do not meet the guidelines in this RFP.

• Proposals that are incomplete, with inaccurate budget costs, and/or the funding request exceeds the RFP maximum amount.

• Proposals that do not include the required documents listed in the Required Documents Checklist section of the application.

Owner-Occupied Rehabilitation, Demolition/Reconstruction & Disaster Owner Occupied Rehabilitation

ELIGIBLE / INELIGIBLE

https://sam.gov/

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APPLICATION

Request for Proposals (RFP)

Program Year (PY) 2026

This Application is for qualified private or public for-profit and not-for-profit entities to manage and operate single-family Owner-Occupied Rehabilitation (OOR) projects for disaster rehabilitation and/or for non-disaster rehabilitation. Disaster rehabilitation is for declared disasters only; non-disaster rehabilitation is rehabilitation necessary to bring homes up to minimum housing standards, eliminate code violations, repair or replace housing systems beyond their useful life, or make accessibility accommodations, and may include demolition/reconstruction where indicated and as consistent with program requirements. This program will benefit eligible very low to moderate-income clientele who will be qualified for program participation by the County. Successful proposals must comply with the guidelines outlined in this Request for Proposals (RFP) and comply with all applicable regulations of the various federal, state and local funding sources.

Proposal Funding Request:

Maximum Award Per Proposal - $2.5 Million

Disclaimer: The funding amount is based on the County’s estimated allocation and is subject to change.

I. Organization Information

Organization Name:

EIN No.:

Address:

City/ State/Zip:

County:

URL:

Date of Incorporation:

CEO/Exec. Director:

E-mail:

Phone:

Point of Contact:

E-mail:

Phone:

Partnering Organizations (If Applicable)

DUNS No.: SAMS ID:

Owner-Occupied Rehabilitation, Demolition/Reconstruction & Disaster Owner Occupied Rehabilitation

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II. Objective

The activity must benefit low – to moderate-income (LMI) persons earning up to 80% of the AMI to be eligible for funding.

III. Eligible Dwelling (Housing) Unit Types

The eligible dwelling unit types funded under this RFP are:

• Owner- Occupied Dwellings, including mobile/manufactured homes;

• Owner Occupied Dwelling w/Accessory Dwelling Units;

• Owner-Occupied Dwelling / Demolition/Reconstruction.

IV. Housing Eligibility Criteria The proposed activity must add or improve permanent, owner-occupied residential structures that will be occupied by low to moderate income (LMI) persons upon completion. Please specify the anticipated number of LMI households you propose to serve.

V. Special Needs Households Twenty percent (20%) of program participants serving households meeting one of the following special needs categories: victims and survivors of domestic violence, person with a disability, or youth aging out of foster care, as defined by Florida Statute 420.0004(13): “Person with special needs” means an adult person requiring independent living services in order to maintain housing or develop independent living skills and who has a disabling condition; a young adult formerly in foster care who is eligible for services under s. 409.1451(5); a survivor of domestic violence as defined in s. 741.28; or a person receiving benefits under the Social Security Disability Insurance (SSDI) program or the Supplemental Security Income (SSI) program or from veterans’ disability benefits.” Please provide a detailed explanation of how the organization may serve special needs households:

Target AMI Categories # of Households

0-30% of the Area Median Income

30.1-50% of the Area Median Income

50.1-80% of the Area Median Income

Total https://www.flsenate.gov/Laws/Statutes/2018/409.1451 https://www.flsenate.gov/Laws/Statutes/2018/741.28

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VI. Beneficiary Data

Number and percentage of LMI served that will benefit from this project. Include Unincorporated Hillsborough County, Plant City and Temple Terrace. Do Not Include City of Tampa residents.

Unit Total Served

Total

LMI

% LMI

Individuals to be Served by Activity Households to be Served by Activity Housing Units

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VII. Rehabilitation Standards – (One or More must be Checked)

☐ Rehabilitation activities under this program must, at a minimum, address a priority, all code violations, life, and health and safety issues.

☐ Disaster Rehabilitation activities must be related to a declared disaster and must be documented to prevent a duplication of benefits.

☐ Demolition/Reconstruction – (Document why the need for this activity below)

VIII. Scope of Services

Provide a detailed breakdown of the proposed Scope of Services for the use of funding, i.e. objective of activities, work to be done, supervision of contracted work, deliverables, ensuring quality and the end product expected. (Limit response to 1000 characters).

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IX. Experience with Construction and/or Rehabilitation Programs

Proposers must provide a detailed narrative of their organization's experience managing housing construction and rehabilitation programs funded by local, state, or federal sources within the past five years. Please identify whether you are a for profit or not for profit entity.

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X. Knowledge and Experience in Owner-Occupied Rehabilitation, Demolition/Reconstruction of Completed Projects

• Proposers must provide documentation of the management of the construction of at least five (5) single family, owner-occupied housing rehabilitation projects. Include the number of years management of housing rehabilitation program was provided and the average number of clients served each year. (Attachment 2)

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• Proposers must provide a minimum of five (5) references for previous rehabilitation projects completed, documentation for at least five (5) completed rehabilitation projects for each selected activity proposed, i.e. rehabilitation, demolition/reconstruction. Attach before and after photos. Include location, type of funding used, materials used, i.e. countertops, cabinets, flooring, HVAC replacements, roof shingles. Provide the scope of work, and/or bids/proposal and timeline for completion. More specifically as indicated herein.

(Attachment 3)

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XI. Experience with Construction and/or Rehabilitation Programs Provide a detailed description of the types of construction and/or rehabilitation projects your organization will/can provide. Please include any barrier removal - i.e. ramps, widening of doors, etc.

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XII. Grant Administration A. Identify staff who will administer, oversee construction and/or rehabilitation, including quality assurance and provide customer service for the project and be responsible for all compliance requirements.

Name of Project Team Member and Title Years of Experience

B. Describe and attach a comprehensive program design that outlines your organization's capacity, staffing, and workflows for processing, managing and maintaining high quality workmanship on all rehabilitation projects. (Attachment 4)

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C. Resumes or CVs of Key Staff: Provide resumes or CVs for key staff members who will be responsible for the program, including project managers, construction supervisors, and administrative staff. (Attachment 5)

D. Organizational/Workflow Chart: Submit a detailed chart illustrating the organizational structure and workflow processes for the program. This should clearly show the roles and responsibilities of each staff member and how they will collaborate to achieve project goals. (Attachment 6)

E. Staff Qualifications: Identify relevant staff licenses, certifications, or other qualifications that demonstrate their expertise in construction, housing rehabilitation, project management, or related fields. (Attachment 7)

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F. Board Members: Identify names and titles of members of the Board:

Name Title

Attach Letter from Board Chair authorizing signature of “Authorized Official.” (Attachment 8)

XII. Hillsborough County Compliance Issues Note: Failure to address any outstanding compliance issues may result in the disqualification of your application.

A. AHS Monitoring Findings: Has your organization received any written compliance findings or concerns from (AHS) monitoring on the most recent project within the previous three (3) program years?

Yes No If so, please provide a detailed description of the issues and the corrective actions taken.

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B. Resolution of Compliance Issues: If applicable, have all compliance issues identified from previous projects been fully resolved to the satisfaction of AHS?

C. Has your organization encountered any of the following concerns on the most recent AHS project within the previous three (3) program years?

• Unresolved compliance issues, findings or concerns: Yes No

• Delayed, Untimely Project Closing: Yes No

• Returned grant funds to AHS for reallocation: Yes No

• Unmet project accomplishments: persons/households served unfulfilled: Yes No

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XIII. Timeline Provide a timeline for the completion of the project, including key milestones and deadlines.

XIV. Budget Documentation Project budget should be achievable and sustainable and must include personnel and the total number of rehabilitation, and/or demolition-reconstruction and projects proposed. Expenses must be tied to the direct delivery of services. Detailed documentation of the project budget and cost estimates should be attached. If more than one strategy will be used, for example Owner Occupied Rehabilitation and Demolition Reconstruction, please explain each strategy.

Date Milestone

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A. Rehabilitation Project Sources & Uses (Attach Supporting Documentation – Attachment 9)

Activities Requested Funds Other Funding

Sub-Total— OOR Sources & Uses Total

B. Rehabilitation/Demolition Reconstruction Costs (Attach Supporting Documentation – Attachment 10)

Construction Activities Cost Per Home Per Unit

a) Site Preparation/ Infrastructure

b) Insurance /Bond

c) Contingency

d) Developer Fee

e) Other (identify)

Sub-Total— Construction Costs Total

C. Soft Costs (Attach Supporting Documentation – Attachment 11)

Cost Per Home Per Unit

a) Architect/ Engineer

b) Environmental

c) Legal

d) Marketing

e) Administrative/ Operating Expenses

f) Other (identify)

Sub-Total— Soft Costs Total

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D. Other Funding Source(s) (Attach Supporting Documentation – Attachment 12)

Other Funding Source(s) Amount of Funds Committed Pending

Sub-Total— Other Source(s) Total

E. Hillsborough County Funding Source(s)

Please provide a detailed list of all funds received from Hillsborough County within the past three

(3) program years. This should include the amount of each grant or contract, the specific funding source, and the project or program for which the funds were used.

Funds Received from Hillsborough County Since

Amount of Funds Awarded

Amount of Funds

Expended

Amount of Funds

Pending

% of Project Complete

% of Funds Expended

PY

PY

PY

PY

PY

PY

Sub-Total— Hillsborough County

Total

XV. Financial Documentation

□ Provide financial references (name, title, entity, telephone number, email and contractual relationship) for at least three (5) successful past projects that can be contacted with respect to current and past project experience. (Attachment 13)

□ Provide banking references, including letters of good standing from previous lenders.

(Attachment 14)

□ Provide letters from lending institutions, not more than three months old, that demonstrate the existence of liquid assets or suitable unencumbered lines of credit to carry out the predevelopment activities. Evidence of the entity’s liquid assets or some acceptable form of equity shall be equal to the equity requirements of the prospective construction lender.

(Attachment 15)

□ Provide a preliminary business plan to include a conceptual overview of how the organization would propose to structure, finance, develop and manage the project. (Attachment 16)

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□ Explain the financing plan of the project including identifying the source(s) and amount of debt and equity to be used to capitalize the project and the relationships (e.g., outside lender, quasi-governmental agency, etc.) of the entities providing funding.

□ Provide a five (5) year pro forma that identifies capital reserves, debt payments, and any other obligations during this period. The proforma should include a cash flow analysis for the duration of the project, including but not limited to: estimates of costs, operating expenses, capital reserves including replacement and re-tenanting reserves, net operating income, debt service, partnership percentages, disposition benchmarks, annual vacancy factor, stabilized NOI, calculations of net present value, and internal rate of return. (Attachment 17)

□ Provide a construction budget detailing anticipated pre-development costs, and hard and soft costs from construction through completion. (Attachment 18)

□ Provide an operating budget. Include sources and anticipated amounts of working capital to cover operating costs and to adequately maintain operations from the start- up through completion. (Attachment 19)

□ Disclose whether any funding sources or financial institutions have threatened to take or have taken adverse action against the proposer, such as loan acceleration, foreclosure, or terminating or restricting the use of funds, anytime during the past five (5) years.

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□ Provide a statement disclosing for the past five (5) years any of the following conduct. Check all that apply.

□ Bankruptcy filings;

□ Liquidated damages;

□ Fines, assessments or penalties;

□ Judgments or awards in contract disputes;

□ Contract defaults and/or contract terminations;

□ License revocations, suspensions and/or other disciplinary actions;

□ Prior debarments or suspension by a governmental entity;

□ Denials of prequalification or findings of non-responsibility;

□ Safety past performance date, including fatality incidents;

□ Experience ratings;

□ Modification ratings;

□ Recordable injury rate;

□ Workday incidence rate;

□ Alleged violations of any federal, state or local civil law;

□ Alleged violations of any federal, state or local criminal law;

□ Criminal indictments or investigations;

□ Legal claims filed by or against the entity; and

□ Claims on payment and performance bonds.

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Additional Required Documentation Please attach the required documents as indicated below: (Failure to provide all required documents may deem the proposal unresponsive/ineligible).

□ Most recent two years of Audited Financial Statements, including the Notes. The County’s Office of Management and Budget (OMB) will review submitted Audited Financial statements no older than two (2) years. (Attachment 20)

□ Attachment of the organization’s current financial policy and procedures. (Attachment 21)

□ If the proposer has been awarded more than $1,000,000 in Federal funding in the last year, then the proposer must provide the most current (no older than two (2) years) signed copy of proposer’s Single Audit.

□ If the proposer has been awarded less than $1,000,000 in federal funding in the last year, then the proposer must submit a reviewed or compiled financial statement prepared by an independent, licensed accounting professional in lieu of an audit. The financial statement must include the following information:

Current financial position to determine:

• Stability (cash flow versus reliable income)

• Sustainability (budget showing a surplus or deficit)

• Reasonable accounting format (showing assets and liabilities and composition of expenses) o Results of operations or changes in net assets;

• If the proposer has received any federal award (directly or indirectly), then they

Hillsborough County PY 2026 Owner-Occupied Rehabilitation (Demolition/Reconstruction/Disaster) Request for Proposals – Application Page 22 | 25 must provide the schedule of expenditures of the federal award(s) for the period covered by the financial statement, include the total federal award expended for each individual federal program, federal organization name, pass-through entity (if applicable), and CFDA number (or other identifying number if CFDA number is not available);

• If applicable, identify in the financial statement notes the total amount provided for a loan or loan guarantee program(s); include the schedule of balance outstanding at the end of the audit period. Also include notes that describe the accounting policies used in preparing the schedule and if the auditee elected to use the 15% de minimis cost rate on indirect costs;

• Restrictions (temporary and permanent) that impact income statements;

• Copy of the most recent IRS Form 990 or applicable “For Profit” Form.

(Attachment 22)

• All accompanying Footnotes or Notes to the financial statements.

XVI. Financial Capacity

The proposer must demonstrate financial capacity to perform the requirements of this proposal, including the ability to secure all necessary financing to completely fund the project. Hillsborough County Office of Management and Budget (OMB) will be reviewing the financial stability of the organization. The following questions will be considered by the OMB to determine the financial capacity of the proposer:

□ Did the proposer provide the required financial statements along with the accompanying audit opinion letter (if applicable) and Notes to the statements for the two most recently ended fiscal years?

□ Are the proposer’s audited financial statements recent enough to provide insight into the organization's current financial position?

□ Does the proposer show financial oversight and internal controls?

□ Can the proposer achieve income stability by demonstrating capacity to generate income?

□ Does the proposer show responsible stewardship of resources it has received?

□ Are there adequate management practices in place for financial reporting?

□ Is the proposer able to carry out its mission in a stable and effective way that will ensure project completion?

The following questions will be considered by the OMB to determine the financial capacity of the proposer:

o Is the proposer’s Current Ratio (Current Assets vs. Current Liabilities) equal to or greater than 1?

o Does the proposer have at least 90 Days Cash on Hand? (industry average is 90 days) o Is the proposer’s Debt Ratio low enough that debt-related costs do not jeopardize its ability to conduct normal business operations or pay normal operating expenses?

o Is the proposer’s Reliance on Grants and Government Ratio sufficiently low to suggest that the organization can continue operations if governmental revenue sources decrease by a material amount or in their entirety?

o Does the proposer's General, Administrative and Fundraising Cost Ratio indicate that the majority of revenues are being used for direct program services and to carry out the organization’s mission?

o Does the proposer’s Profitability Ratio indicate that the organization is generating annual income equal to or in excess of annual expenses?

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XVII. Cost Reasonableness and Accuracy

The cost estimate was prepared by:

(attach supporting documentation) (Attachment 23)

1) Applicant: Name of Staff Person(s):

2) Contracted Engineer: Name of Firm:

3) Other Contractor or Consultant: Name of Firm:

When was the budget cost estimate prepared?

On what basis are the estimated costs reasonable and accurate?

Federal Suspension and Debarment Certification:

Federal Executive Order 12549 prohibits federal, state, and local public agencies receiving grant funding from contracting with individuals, organizations, or companies who have been excluded from participating in federal contracts or grants. The purpose of this certification is for the contractor/vendor to advise Hillsborough County, in writing, of any current federal suspension and debarment.

Debarment Certification:

By signing and submitting a response to this competitive solicitation, I certify that this firm and its principals are not currently suspended or debarred by any federal department or agency from participating in federally funded contracts.

Build America, Buy America (BABA) Acknowledgement Certification:

Pursuant to the Build America, Buy America Act (BABA), enacted as part of the Infrastructure Investment and Jobs Act (IIJA). Pub. L. 117-58, 41 U.S.C. § 8301 note, the Federal Financial Assistance used to fund infrastructure projects is required to apply a domestic content procurement preference (the “Buy America Preference” or “BAP”) for all construction, alteration, maintenance, or repair of infrastructure, including buildings and real property, unless application of the BAP has been waived by HUD. Additional details on fulfilling the BABA requirements can be found at in CPD Notice-25-01 and at https://www.hudexchange.info/programs/baba/.

https://www.hudexchange.info/programs/baba/

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XVIII. Certification

I certify that the information contained in this proposal is true and correct and that it contains no misrepresentations, falsifications, intentional omissions, or concealment of material facts. I further certify that no contracts have been awarded, funds committed, or construction begun on the proposed project, and that no action will be taken prior to issuance of official authorization to proceed by the Hillsborough County Affordable Housing Services Department. I further certify that I am authorized to submit this proposal and have followed all policies and procedures of my Organization regarding grant claim submissions.

Signature of Authorized Official

Name of Authorized Official

Title

Date

BABA Acknowledgement Certification. By signing and submitting a response to this competitive solicitation, I certify that this firm and its principals understand the project submitted to this competitive solicitation may be subject to the domestic content procurement preference per the BABA Act as a contractual obligation if the proposal is awarded federal funding.

Authorized Signature of Applicant: To the best of my knowledge and belief, all information in this application is true and correct. The document has been duly authorized by the governing body of the applicant who will comply with all contractual obligations if the proposal is awarded funding.

Signature of Authorized Representative:

Typed Name and Title:

Date Signed:

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FAILURE TO SUPPLY THE REQUIRED DOCUMENTS WILL AFFECT

RANKING AND MAY DEEM THE PROPOSAL INELIGIBLE

Your application should be submitted with the following:

□ Attachment 1- 501 (c)(3) Tax Exempt Letter

□ Attachment 2- Documentation of management/construction of five (5) single-family projects

□ Attachment 3- Minimum of five (5) references and documentation of five (5) rehabilitation projects

□ Attachment 4- Comprehensive Program Design outlining organization's capacity, staffing, and workflows

□ Attachment 5- Resumes or CVs of key staff

□ Attachment 6- Organizational/Workflow Chart

□ Attachment 7- Staff Qualifications

□ Attachment 8- Authorized Official Letter

□ Attachment 9- Detailed Budget - Rehabilitation Project & Uses

□ Attachment 10- Detailed Budget - Rehabilitation/Demolition Reconstruction Costs

□ Attachment 11- Project Soft Costs

□ Attachment 12- Other Funding Sources

□ Attachment 13- Financial references for prior affordable housing developments (at least 3). No County staff references

□ Attachment 14- Banking references

□ Attachment 15- Letters from lending institutions (not more than 3 months old)

□ Attachment 16- Business plan

□ Attachment 17- Five (5) year Proforma (from construction to completion anticipated time period)

□ Attachment 18- Construction budget

□ Attachment 19- Operating budget (from construction to completion)

□ Attachment 20- Audited Financial Statements (No older than two (2) years), accompanying footnotes or notes, and the additional required documentation (Page 21)

□ Attachment 21- Financial Policies and Procedures

□ Attachment 22- IRS Form 990

□ Attachment 23- Cost Estimate Reasonableness

REQUIRED DOCUMENTS CHECKLIST